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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,098 | $73,518+53.8% | $63,005+79.5% | $147,585-23.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.27% | 175.46%-159.2pp | 87.59%-71.3pp | 578.58%-562.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,599 | $4,183-61.8% | $3,329-52.0% | $5,439-70.6% |
| Admin fee / account holder | $10,021 | $5,952+68.4% | $3,599+178.4% | $10,886-7.9% |